UTI Short Duration Fund vs Tata Short Term Bond Fund compare

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tortoise-icon Tata Short Term Bond Fund -Regular Plan- Growth Option

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tortoise-icon UTI Short Duration Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Tata Short Term Bond Fund -Regular Plan- Growth Option UTI Short Duration Fund - Regular Plan - Growth Option
Fund Tata Short Term Bond Fund -Regular Plan- Growth Option UTI Short Duration Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹2904 Cr ₹2676 Cr
Min Investment ₹5000 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹500
Launch Date 09 Aug 2002 19 Sep 2007
Category Short Duration Short Duration
Fund Type Open Ended Open Ended
Benchmark CRISIL Short Duration Fund AII Index CRISIL Ultra Short Duration Fund BI Index
Turn Over 0.0% 270%
Expense Ratio 1.19 0.83
Manager Murthy Nagarajan Sudhir Agrawal
ISIN Code INF277K01972 INF789F01QA4
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Tata Short Term Bond Fund -Regular Plan- Growth Option UTI Short Duration Fund - Regular Plan - Growth Option
1 Month 0.63% 0.58%
6 Month 3.61% 3.8%
1 Year 7.42% 7.82%
3 Year 5.76% 6.22%
5 Year 5.82% 7.43%

SIP Return Analysis

Scheme Name Tata Short Term Bond Fund -Regular Plan- Growth Option UTI Short Duration Fund - Regular Plan - Growth Option
6 Month - -
1 Year 6.97% 7.29%
3 Year 6.61% 7.07%
5 Year 5.74% 6.99%

Rolling Lumpsum Returns

Scheme Name Tata Short Term Bond Fund -Regular Plan- Growth Option UTI Short Duration Fund - Regular Plan - Growth Option
1 Year 7.08% 7.96%
3 Year 7.06% 7.65%
5 Year 7.68% 6%

Risk Management

Scheme Name Tata Short Term Bond Fund -Regular Plan- Growth Option UTI Short Duration Fund - Regular Plan - Growth Option
Standard Deviation 1.16% 2.58%
Sharp -0.58% 0.59%
Beta 2.21% 0.42%
Alpha 3.77% 2.36%

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Fund Managers

Scheme Name Tata Short Term Bond Fund -Regular Plan- Growth Option UTI Short Duration Fund - Regular Plan - Growth Option
Name Murthy Nagarajan Sudhir Agrawal
Total AUM ₹18015 Cr ₹7736 Cr
Fund Manage 11 6
Tata Short Term Bond Fund -Regular Plan- Growth Option UTI Short Duration Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Tata Short Term Bond Fund -Regular Plan- Growth Option

UTI Short Duration Fund - Regular Plan - Growth Option

Others 100 100.02

Sector Allocation

Scheme Name

Tata Short Term Bond Fund -Regular Plan- Growth Option

UTI Short Duration Fund - Regular Plan - Growth Option

Others 100 100.02

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